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Exit Planning Institute

Understand the M&A conversation and process with:

Sell Your Business on Your Terms

Course Overview

Naturally, when an owner thinks about selling or transferring their business, they want to get full value for it, reaping the rewards of their labor.

The reality, is that many business owners won’t be able to sell their business when they’re ready. Why? Because they didn’t take the critical steps to prepare for that transition.

During this course, instructor Scott Bushkie brings over 20+ years of experience in the M&A industry to help business advisors through the process of properly preparing a business for transition, understanding the value drivers behind it, and ultimately leading your clients to a successful and fulfilling exit.

Attendees will gain further knowledge on:

  • Starting the M&A conversation and process with clients.
  • Taking a holistic approach to tackling the challenges a business owner faces before and after transition.
  • Facilitating exit planning discussions through exercises.
  • Maximizing what matters most to the business owner.

The content, tools, and exercises discussed throughout this course are based on the book, and companion workbook, "Finish Strong: Sell Your Business On Your Terms." To order your copy, please visit the Cornerstone Business Services website.

This course is approved for Continuing Education credit at the following organizations:

 

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Course Details

Platform: EPI Academy
Platform: EPI Academy
Style: Online / Self-Paced
Style: Online / Self-Paced
Instructor: Scott Bushkie
Instructor: Scott Bushkie
Price: $449
Price: $449
EPI Hours: 4
EPI Hours: 4
CPE Hours: 3
CPE Hours: 3
CFP® Hours: 3
CFP® Hours: 3

Who Is This Course For?

Professional Advisors looking to position your client's business to be ready for transition.
Professional Advisors looking to position your client's business to be ready for transition.
Business Owners who want to receive top value when it comes time to exit their company.
Business Owners who want to receive top value when it comes time to exit their company.

EPI Academy Brochure

For more details on this course, and others inside the EPI Academy library, download the course brochure.

Register for This Course

Course Curriculum:

  • Module 01: Starting “The Conversation™”
  • Module 02: Learning What Matters Most to Owners
  • Module 03: Weighing the Exit Options
  • Module 04: Transitioning to Family or Management
  • Module 05: When to Sell (and When Not To)
  • Module 06: How to Avoid Seller's Remorse
  • Module 07: Not All Buyers Are Created Equal
  • Module 08: Building Value Prior to a Sale
  • Module 09: Recap

ENSURE YOUR CLIENTS FINISH STRONG

Click the Register Now button to add this course to your cart.

About the Instructor

Scott Bushkie is the Managing Partner and Founder of Cornerstone Business Services. With more than 20 years in the M&A industry, Scott is a recognized leader in the field, providing exit strategies, sell- and buy-side transitions, along with valuation services in the lower middle market.

Over the years, Scott has successfully executed hundreds of transactions, domestically and internationally, working with private equity firms, family offices, and strategic buyers, both public and private. Scott has the trust and respect of CPA and financial advisor alliances, investment banks, and other professional service firms around the M&A marketplace.

He is a sought-after expert on the M&A market and has been quoted by the New York Times, the Chicago Tribune, and the Associated Press. He writes for regional business papers, including a monthly syndicated column for Gannett. As a keynote speaker, he has engaged audiences from national organizations to local trade groups and international delegations, with a key focus on helping professional advisors and their clients prepare for future business transitions.

Website: https://www.cornerstone-business.com/

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